Cupsey reveals that top memecoin traders have pivoted to deploying coins “Cented is devving on stream with 1000 viewers and it’s normal” "Cooker is deploying multiple coins a day on Pump. He’s not doing it to farm, he thinks it’s such an issue that he’s just adding to it” https://t.co/b0QfZTkWM5

Name & Symbol: Pump.fun ($PUMP)
Address: pumpCmXqMfrsAkQ5r49WcJnRayYRqmXz6ae8H7H9Dfn

Cupsey reveals that top memecoin traders have pivoted to deploying coins “Cented is devving on stream with 1000 viewers and it’s normal” "Cooker is deploying multiple coins a day on Pump. He’s not doing it to farm, he thinks it’s such an issue that he’s just adding to it” https://t.co/b0QfZTkWM5

Name & Symbol: Pump.fun ($PUMP)
Address: pumpCmXqMfrsAkQ5r49WcJnRayYRqmXz6ae8H7H9Dfn

Murad promises to support Threadguy's career if he buys $10,000 of SPX6900 https://t.co/zidD9Ululc

Name & Symbol: SPX6900 ($SPX)
Address: 0xe0f63a424a4439cbe457d80e4f4b51ad25b2c56c

How much will the fee proposal impact UNI price? The market might already be overvaluing UNI. UNI currently trades at 25x implied revenue ($216M/$8.5B marketcap). PUMP trades at 5.3x, HYPE at 9.3x. - Of Uniswap V2's 0.3% fee, 0.05% is allocated for buybacks and burns. - The treasury is also burning 100M UNI, a 10% total supply reduction to compensate for years of no fee switch. - Total fees could decline as wash traders will now have to pay a fee. Uniswap is the largest DEX, doing $124B in volume last month ($1.48T annualized). The Bull Case: How Much Will Uniswap Make From Fees? Uniswap is the #1 fee-generating protocol ($108M, 30D). This annualizes to $1.3B, or $216M of potential buybacks. The fee switch proposal removes the 0.15% frontend fee, which Uniswap Labs has banked $180M from. This could theoretically increase volume. Uniswap ATH monthly fees were $251M in 2021, with average monthly fees over the past year coming out to $93M. Is UNI undervalued? The amount of UNI buybacks is impacted by: - Filtering out wash trading - V4 fees (TBD) - Swap volume growth - ~$7.5M sequencer fees Right now, UNI is not undervalued; it trades at an implied 25x revenue multiple (PUMP 5.3x, HYPE 9.3x). The Bear Case Wash trading makes up a lot of volume on Uniswap: - LPs holding large token positions can trade for free; they pocket 100% of fees. - Fee switch activates → wash trading stops → revenue falls. Capped Upside: - The same revenue multiple that can provide a floor for Uniswap’s valuation can also set a ceiling. - Who wants to buy at a 50x, 100x revenue multiple? - The reality is that market attention often matters more than buybacks ever could. Industry Impact: - Yesterday Steakhouse pushed a Lido governance proposal to add automated LDO buybacks. - The market won’t tolerate pure governance tokens with no utility or claim on revenue. - Post-fee switch approval, Uniswap probably becomes the #3 protocol by revenue, behind Hyperliquid and Pumpfun.

Name & Symbol: Pump.fun ($PUMP)
Address: pumpCmXqMfrsAkQ5r49WcJnRayYRqmXz6ae8H7H9Dfn

Threadguy explains why he’s getting bullish on PUMP again “Pump buys back $1M of the token everyday no matter what. I just think they need a bit of a narrative cleanse and a few ICM launch runners and you legitimately get a mean reversion on PUMP sentiment” https://t.co/gOpQMfBhwY

Name & Symbol: Pump.fun ($PUMP)
Address: pumpCmXqMfrsAkQ5r49WcJnRayYRqmXz6ae8H7H9Dfn

Threadguy reveals he made mid six figures on Pump despite selling on Friday https://t.co/8ZGLWHXegN

Name & Symbol: Pump.fun ($PUMP)
Address: pumpCmXqMfrsAkQ5r49WcJnRayYRqmXz6ae8H7H9Dfn

Bought $5B REKT today Super bullish on REKT and the whole team is goated I see the vision RWD https://t.co/fdKSatqtgT

Name & Symbol: Rekt ($REKT)
Address: 0x20482b0b4d9d8f60d3ab432b92f4c4b901a0d10c

Won a Spaceman Vinyl for being a top 5 yapper on the Kaito Doodles leaderboard Already ordered one so now own 2/280 of the total supply Thanks Doodles! https://t.co/1W2B7bqgw2

Name & Symbol: Doodles ($DOOD)
Address: 0x722294f6c97102fb0ddb5b907c8d16bdeab3f6d9

Threadguy explains why Solana and PUMP are NOT dead despite BNB season “I think PUMP looks pretty good and that the SOL is dead narrative is objectively incorrect. If SOL was dead they wouldn’t have bought back $1.7M of PUMP yesterday” https://t.co/y9TZIXglqR

Name & Symbol: Pump.fun ($PUMP)
Address: pumpCmXqMfrsAkQ5r49WcJnRayYRqmXz6ae8H7H9Dfn

Threadguy explains why Solana and PUMP are NOT dead despite BNB season “I think PUMP looks pretty good and that the SOL is dead narrative is objectively incorrect. If SOL was dead they wouldn’t have bought back $1.7M of PUMP yesterday” https://t.co/y9TZIXglqR

Name & Symbol: Pump.fun ($PUMP)
Address: pumpCmXqMfrsAkQ5r49WcJnRayYRqmXz6ae8H7H9Dfn

Doodles season Up over 130% in less than an hour https://t.co/orZFIPhPZi

Name & Symbol: Doodles ($DOOD)
Address: 0x722294f6c97102fb0ddb5b907c8d16bdeab3f6d9

Doodles season https://t.co/ppsPTyk1D0

Name & Symbol: Doodles ($DOOD)
Address: 0x722294f6c97102fb0ddb5b907c8d16bdeab3f6d9

Burnt Toast reveals that Doodles is in talks to make a movie/tv show with some of the largest platforms on the planet https://t.co/lZXA4KLKkg

Name & Symbol: Doodles ($DOOD)
Address: 0x722294f6c97102fb0ddb5b907c8d16bdeab3f6d9

Burnt Toast reveals that Doodles is in talks to make a movie/tv show with some of the largest platforms on the planet https://t.co/lZXA4KLKkg

Name & Symbol: Doodles ($DOOD)
Address: 0x722294f6c97102fb0ddb5b907c8d16bdeab3f6d9

Threadguy explains why he thinks PUMP makes a new ATH soon “When the market goes up, people gamble on Solana, it’s a 1:1 phenomenon. I have no interest in gambling on Solana, so i’ll just hold the casino coin” https://t.co/nHsbWUlmSe

Name & Symbol: Pump.fun ($PUMP)
Address: pumpCmXqMfrsAkQ5r49WcJnRayYRqmXz6ae8H7H9Dfn

I bought a Doodles https://t.co/supLvbmcSr

Name & Symbol: Doodles ($DOOD)
Address: 0x722294f6c97102fb0ddb5b907c8d16bdeab3f6d9

Threadguy explains why he still holds the majority of his PUMP “I’m trading the fundamentals of PUMP and they haven’t changed” https://t.co/jbzbG1zf76

Name & Symbol: Pump.fun ($PUMP)
Address: pumpCmXqMfrsAkQ5r49WcJnRayYRqmXz6ae8H7H9Dfn

Threadguy explains why he doesn't regret fading ASTER “If your thesis is that the token is going to get crimed, you’re praying. That’s a terrible thesis” https://t.co/iwIwLP8y9i

Name & Symbol: Aster ($ASTER)
Address: 0x000ae314e2a2172a039b26378814c252734f556a

Threadguy explains why he doesn't regret fading ASTER “If your thesis is that the token is going to get crimed, you’re praying. That’s a terrible thesis” https://t.co/iwIwLP8y9i

Name & Symbol: Aster ($ASTER)
Address: 0x000ae314e2a2172a039b26378814c252734f556a

Threadguy explains why he doesn't regret fading ASTER “If your thesis is that the token is going to get crimed, you’re praying. That’s a terrible thesis” https://t.co/iwIwLP8y9i

Name & Symbol: Aster ($ASTER)
Address: 0x000ae314e2a2172a039b26378814c252734f556a

Threadguy explains why he doesn't regret fading ASTER “If your thesis is that the token is going to get crimed, you’re praying. That’s a terrible thesis” https://t.co/iwIwLP8y9i

Name & Symbol: Aster ($ASTER)
Address: 0x000ae314e2a2172a039b26378814c252734f556a

Threadguy explains why he doesn't regret fading ASTER “If your thesis is that the token is going to get crimed, you’re praying. That’s a terrible thesis” https://t.co/iwIwLP8y9i

Name & Symbol: Aster ($ASTER)
Address: 0x000ae314e2a2172a039b26378814c252734f556a

Threadguy explains why he sold 35% of his PUMP bag “The main reason I sold is because when I first bought, there was nobody that was publicly bullish on PUMP at the lows. PUMP transitioned from the most hated coin to the most consensus narrative that I’ve ever seen on CT” https://t.co/tS6UewYlE9

Name & Symbol: Pump.fun ($PUMP)
Address: pumpCmXqMfrsAkQ5r49WcJnRayYRqmXz6ae8H7H9Dfn

Threadguy explains why he sold 35% of his PUMP bag “The main reason I sold is because when I first bought, there was nobody that was publicly bullish on PUMP at the lows. PUMP transitioned from the most hated coin to the most consensus narrative that I’ve ever seen on CT” https://t.co/tS6UewYlE9

Name & Symbol: Pump.fun ($PUMP)
Address: pumpCmXqMfrsAkQ5r49WcJnRayYRqmXz6ae8H7H9Dfn

Jacob Horne explains what Zora unlocks for creators “Creators capture more value from their work than they might be able to on a traditional social platform” https://t.co/KOiTO9faK0

Name & Symbol: Zora ($ZORA)
Address: 0x1111111111166b7fe7bd91427724b487980afc69